Twilio (NYSE:TWLO) CEO Khozema Shipchandler Sells 12,624 Shares

Twilio Inc. (NYSE:TWLO) CEO Khozema Shipchandler sold 12,624 shares of the stock in a transaction on Tuesday, March 31st. The shares were sold at an average price of $122.81, for a total value of $1,550,353.44. Following the completion of the transaction, the chief executive officer owned 251,257 shares of the company’s stock, valued at $30,856,872.17. This trade represents a 4.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.

Khozema Shipchandler also recently made the following trade(s):

• On Tuesday, January 6th, Khozema Shipchandler sold 13,336 shares of Twilio stock. The stock was sold at an average price of $134.28, for a total value of $1,790,758.08.

Twilio Trading Up 0.3%

TWLO stock traded up $0.42 during mid-day trading on Thursday, reaching $130.88. 1,074,841 shares of the stock traded hands, compared to its average volume of 2,375,671. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 52-week low of $77.51 and a 52-week high of $145.90. The company has a market cap of $19.83 billion, a P/E ratio of 688.87, a P/E/G ratio of 5.16 and a beta of 1.30. The stock’s fifty day moving average is $121.11 and its 200-day moving average is $122.00.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share for the quarter, topping the consensus estimate of $1.24 by $0.09. The business had revenue of $1.37 billion for the quarter, compared to the consensus estimate of $1.32 billion. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The firm’s quarterly revenue was up 14.3% compared to the same quarter last year. During the same period last year, the firm posted $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, sell-side analysts expect that Twilio Inc. will post 1.44 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on TWLO shares. Mizuho set a $150.00 price objective on shares of Twilio in a research report on Monday, December 15th. Piper Sandler restated a “neutral” rating and issued a $130.00 target price (down from $148.00) on shares of Twilio in a report on Friday, February 13th. BTIG Research decreased their target price on Twilio from $165.00 to $155.00 and set a “buy” rating for the company in a research report on Friday, February 13th. Weiss Ratings downgraded Twilio from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, February 27th. Finally, TD Cowen raised Twilio from a “hold” rating to a “buy” rating and upped their price target for the company from $125.00 to $160.00 in a research report on Monday, March 2nd. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $145.22.

Institutional Investors Weigh In On Twilio

A number of institutional investors have recently modified their holdings of the stock. MassMutual Private Wealth & Trust FSB raised its holdings in shares of Twilio by 34.7% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 303 shares of the technology company’s stock worth $43,000 after acquiring an additional 78 shares in the last quarter. GHP Investment Advisors Inc. increased its position in Twilio by 6.3% in the 4th quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock worth $208,000 after purchasing an additional 86 shares during the last quarter. Centaurus Financial Inc. raised its stake in shares of Twilio by 0.7% during the 3rd quarter. Centaurus Financial Inc. now owns 13,587 shares of the technology company’s stock worth $1,360,000 after purchasing an additional 94 shares in the last quarter. Versant Capital Management Inc raised its stake in shares of Twilio by 4.5% during the 3rd quarter. Versant Capital Management Inc now owns 2,281 shares of the technology company’s stock worth $228,000 after purchasing an additional 98 shares in the last quarter. Finally, NewEdge Advisors LLC increased its stake in shares of Twilio by 1.7% during the 4th quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company’s stock worth $841,000 after purchasing an additional 99 shares during the last quarter. Institutional investors and hedge funds own 84.27% of the company’s stock.

Twilio Company Profile

Twilio Inc (NYSE: TWLO) is a cloud communications platform-as-a-service (CPaaS) company that enables developers and enterprises to embed communications into web and mobile applications. Its core offering is a suite of programmable APIs that handle messaging (SMS, MMS, and chat), voice calling, video, and user authentication. Twilio’s platform is designed to help businesses build customer engagement and communication workflows without managing telecommunications infrastructure directly.

The company’s product portfolio includes programmable voice and messaging APIs, Twilio Video for real?time video applications, and Twilio Authy for multi?factor authentication.